Asset Allocation & Management Company’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $927K | Hold |
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2025
Q1 | $839K | Hold |
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|
2024
Q4 | $883K | Hold |
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|
2024
Q3 | $863K | Hold |
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|
2024
Q2 | $815K | Hold |
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|
2024
Q1 | $793K | Hold |
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|
2023
Q4 | $723K | Hold |
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|
2023
Q3 | $647K | Hold |
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|
2023
Q2 | $672K | Sell |
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|
2023
Q1 | $994K | Hold |
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|
2022
Q4 | $931K | Hold |
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|
2022
Q3 | $874K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.54M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.33M | Hold |
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|
2020
Q2 | $1.22M | Sell |
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|
2020
Q1 | $1.19M | Hold |
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|
2019
Q4 | $1.51M | Buy |
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